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GRUPO SIMEC SAB-SPON ADR (SIM) Stock Fundamental Analysis

USA - NYSEARCA:SIM - US4004911065 - ADR

27.05 USD
+1.85 (+7.34%)
Last: 10/3/2025, 8:04:00 PM
Fundamental Rating

5

Taking everything into account, SIM scores 5 out of 10 in our fundamental rating. SIM was compared to 156 industry peers in the Metals & Mining industry. Both the health and profitability get an excellent rating, making SIM a very profitable company, without any liquidiy or solvency issues. SIM is valued correctly, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

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8

1. Profitability

1.1 Basic Checks

SIM had positive earnings in the past year.
In the past year SIM had a positive cash flow from operations.
Each year in the past 5 years SIM has been profitable.
In the past 5 years SIM always reported a positive cash flow from operatings.
SIM Yearly Net Income VS EBIT VS OCF VS FCFSIM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5B 10B

1.2 Ratios

With an excellent Return On Assets value of 7.51%, SIM belongs to the best of the industry, outperforming 84.62% of the companies in the same industry.
Looking at the Return On Equity, with a value of 8.98%, SIM is in the better half of the industry, outperforming 74.36% of the companies in the same industry.
With a decent Return On Invested Capital value of 6.10%, SIM is doing good in the industry, outperforming 68.59% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for SIM is in line with the industry average of 12.16%.
The 3 year average ROIC (11.74%) for SIM is well above the current ROIC(6.10%). The reason for the recent decline needs to be investigated.
Industry RankSector Rank
ROA 7.51%
ROE 8.98%
ROIC 6.1%
ROA(3y)10.7%
ROA(5y)11.5%
ROE(3y)14.13%
ROE(5y)15.43%
ROIC(3y)11.74%
ROIC(5y)13.74%
SIM Yearly ROA, ROE, ROICSIM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5 -5 10 15 20

1.3 Margins

SIM has a Profit Margin of 16.63%. This is amongst the best in the industry. SIM outperforms 82.69% of its industry peers.
In the last couple of years the Profit Margin of SIM has grown nicely.
Looking at the Operating Margin, with a value of 15.55%, SIM is in the better half of the industry, outperforming 69.23% of the companies in the same industry.
SIM's Operating Margin has improved in the last couple of years.
SIM has a Gross Margin of 22.49%. This is in the better half of the industry: SIM outperforms 60.90% of its industry peers.
In the last couple of years the Gross Margin of SIM has grown nicely.
Industry RankSector Rank
OM 15.55%
PM (TTM) 16.63%
GM 22.49%
OM growth 3Y-13.49%
OM growth 5Y18.23%
PM growth 3Y22.43%
PM growth 5YN/A
GM growth 3Y-6.97%
GM growth 5Y13.53%
SIM Yearly Profit, Operating, Gross MarginsSIM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

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8

2. Health

2.1 Basic Checks

SIM has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
SIM has about the same amout of shares outstanding than it did 1 year ago.
The number of shares outstanding for SIM has been reduced compared to 5 years ago.
The debt/assets ratio for SIM is higher compared to a year ago.
SIM Yearly Shares OutstandingSIM Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M
SIM Yearly Total Debt VS Total AssetsSIM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20B 40B 60B

2.2 Solvency

An Altman-Z score of 6.32 indicates that SIM is not in any danger for bankruptcy at the moment.
SIM has a Altman-Z score of 6.32. This is in the better half of the industry: SIM outperforms 71.15% of its industry peers.
There is no outstanding debt for SIM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Altman-Z 6.32
ROIC/WACC0.43
WACC14.28%
SIM Yearly LT Debt VS Equity VS FCFSIM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20B 40B

2.3 Liquidity

A Current Ratio of 5.97 indicates that SIM has no problem at all paying its short term obligations.
SIM has a Current ratio of 5.97. This is amongst the best in the industry. SIM outperforms 83.97% of its industry peers.
SIM has a Quick Ratio of 4.59. This indicates that SIM is financially healthy and has no problem in meeting its short term obligations.
SIM's Quick ratio of 4.59 is amongst the best of the industry. SIM outperforms 80.77% of its industry peers.
Industry RankSector Rank
Current Ratio 5.97
Quick Ratio 4.59
SIM Yearly Current Assets VS Current LiabilitesSIM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

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0

3. Growth

3.1 Past

The earnings per share for SIM have decreased strongly by -28.60% in the last year.
Measured over the past 5 years, SIM shows a small growth in Earnings Per Share. The EPS has been growing by 3.66% on average per year.
The Revenue has decreased by -6.76% in the past year.
The Revenue has been decreasing by -0.30% on average over the past years.
EPS 1Y (TTM)-28.6%
EPS 3Y3.66%
EPS 5YN/A
EPS Q2Q%-125.16%
Revenue 1Y (TTM)-6.76%
Revenue growth 3Y-15.42%
Revenue growth 5Y-0.3%
Sales Q2Q%-15.98%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
SIM Yearly Revenue VS EstimatesSIM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B 50B
SIM Yearly EPS VS EstimatesSIM Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40 60

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4

4. Valuation

4.1 Price/Earnings Ratio

SIM is valuated correctly with a Price/Earnings ratio of 12.47.
94.23% of the companies in the same industry are more expensive than SIM, based on the Price/Earnings ratio.
SIM's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.90.
Industry RankSector Rank
PE 12.47
Fwd PE N/A
SIM Price Earnings VS Forward Price EarningsSIM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, SIM is valued cheaper than 84.62% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 8.02
SIM Per share dataSIM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15 20

4.3 Compensation for Growth

SIM has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

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0

5. Dividend

5.1 Amount

SIM does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

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GRUPO SIMEC SAB-SPON ADR

NYSEARCA:SIM (10/3/2025, 8:04:00 PM)

27.05

+1.85 (+7.34%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryMetals & Mining
Earnings (Last)07-21 2025-07-21
Earnings (Next)10-27 2025-10-27
Inst Owners4.2%
Inst Owner Change0%
Ins OwnersN/A
Ins Owner ChangeN/A
Market Cap4.16B
Analysts43.33
Price TargetN/A
Short Float %0%
Short Ratio0.7
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 12.47
Fwd PE N/A
P/S 2.38
P/FCF N/A
P/OCF 917.82
P/B 1.28
P/tB 1.34
EV/EBITDA 8.02
EPS(TTM)2.17
EY8.02%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)-0.95
FCFYN/A
OCF(TTM)0.03
OCFY0.11%
SpS11.38
BVpS21.07
TBVpS20.25
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 7.51%
ROE 8.98%
ROCE 7.89%
ROIC 6.1%
ROICexc 10.75%
ROICexgc 11.5%
OM 15.55%
PM (TTM) 16.63%
GM 22.49%
FCFM N/A
ROA(3y)10.7%
ROA(5y)11.5%
ROE(3y)14.13%
ROE(5y)15.43%
ROIC(3y)11.74%
ROIC(5y)13.74%
ROICexc(3y)20.58%
ROICexc(5y)21.71%
ROICexgc(3y)22.22%
ROICexgc(5y)23.44%
ROCE(3y)15.19%
ROCE(5y)17.81%
ROICexcg growth 3Y-28.7%
ROICexcg growth 5Y14.11%
ROICexc growth 3Y-28.54%
ROICexc growth 5Y14.44%
OM growth 3Y-13.49%
OM growth 5Y18.23%
PM growth 3Y22.43%
PM growth 5YN/A
GM growth 3Y-6.97%
GM growth 5Y13.53%
F-Score5
Asset Turnover0.45
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Debt/EBITDA 0
Cap/Depr 250.21%
Cap/Sales 8.63%
Interest Coverage 101.51
Cash Conversion 1.36%
Profit Quality N/A
Current Ratio 5.97
Quick Ratio 4.59
Altman-Z 6.32
F-Score5
WACC14.28%
ROIC/WACC0.43
Cap/Depr(3y)197.38%
Cap/Depr(5y)150.7%
Cap/Sales(3y)5.17%
Cap/Sales(5y)3.98%
Profit Quality(3y)55.35%
Profit Quality(5y)49.83%
High Growth Momentum
Growth
EPS 1Y (TTM)-28.6%
EPS 3Y3.66%
EPS 5YN/A
EPS Q2Q%-125.16%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-6.76%
Revenue growth 3Y-15.42%
Revenue growth 5Y-0.3%
Sales Q2Q%-15.98%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-22.22%
EBIT growth 3Y-26.83%
EBIT growth 5Y17.87%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-184.84%
FCF growth 3Y-22.4%
FCF growth 5YN/A
OCF growth 1Y-98.56%
OCF growth 3Y-12.87%
OCF growth 5Y39.7%